The PAM Annual Dinner for CEOs is a sell-out event and has been for the past four years. However, an owner of a smaller wealth management firm might have issues and questions that a CEO of a much larger or medium-sized organisation does not. Therefore, at the request of several SME CEOs, we have decided to host a dinner for the owner-managers and CEOs of the smaller, dynamic wealth management firms.
We invite you to join us on Wednesday, 16 November, 2016, in Scott's, 20 Mount Street, London W1K 2HE, 6:00 PM to 9:30 PM. A short drinks
reception will run from 6:00 PM to 7:00 PM before guests sit down for a light 4
Richard Alford, Managing Director & Founder of M&C Saatchi Accelerator and Justin Mould, CEO & Founder of Fin International are so far confirmed as speakers. We will be sourcing one to two more based on feedback we receive from you and your peers. Each speaker will take ‘the stage’ for 15 minutes in
between/after each course – with 8-10 minutes to express their view and
another 5-7 minutes for Q&A.
The Speeches from the Dinner on Wednesday will appear as articles on thewealthnet over the Thursday & Friday (Chatham House Rules will apply to the Q & A sessions).
Attendees will be awarded 3.5 CPD hours in recognition of their attendance. Certificates will be issued following the dinner.
Pershing is supporting the evening and is the lead sponsor.
Pershing, a BNY Mellon company, is a leading provider of outsourcing solutions and onshore and offshore custody services for wealth and adviser firms. Safekeeping client assets is paramount to our offering. We invest millions annually in market-leading technology and operational excellence so you don’t have to. Our flexible offering covers all areas of the wealth management proposition, allowing you to focus on what is important to you – your clients.
M&C Saatchi Accelerator
M&C Saatchi Accelerator is an integrated growth agency for clients whose ambitions are bigger than their budgets.
Fin International is an integrated branding and marketing agency specialising in financial services. As a media neutral agency we deliver communications strategy and creative solutions which we execute across a range of disciplines including digital, advertising, content and public relations. We work with some of the biggest global investment brands in financial services, as well as supporting start-ups taking their first step towards developing an effective brand identity.
Wednesday, 16 November, 2016 6:00 PM - 9:30 PMGMT Time
Scott's20 Mount StreetLondon W1K 2HE+44 (0)20 7495 7309
Cvent Online Event Registration Software | Copyright © 2000-2016 Cvent, Inc. All rights reserved.